Stuart Chaussee & Associates, Inc. has filed its 13F form on May 08, 2024 for Q1 2024 where it was disclosed a total value porftolio of $184 Million distributed in 157 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Innovator U.S. Equity Power Bu with a value of $97.8M, Vanguard Information Technolog with a value of $33.8M, Ishares Expanded Tech Sector E with a value of $20.4M, Innovator U.S. Equity Power Bu with a value of $5.89M, and Innovator U.S. Equity Buffer E with a value of $4.75M.

Examining the 13F form we can see an increase of $1.16M in the current position value, from $183M to 184M.

Below you can find more details about Stuart Chaussee & Associates, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $184 Million
ETFs: $176 Million
Technology: $2.14 Million
Industrials: $1.17 Million
Consumer Cyclical: $1.07 Million
Healthcare: $945,000
Consumer Defensive: $861,000
Communication Services: $717,000
Financial Services: $666,000
Other: $648,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History


  • Portfolio
  • No. of Stocks 157
  • Current Value $184 Million
  • Prior Value $183 Million
  • Filing
  • Period Q1 2024
  • Filing Date May 08, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 14 stocks
  • Additional Purchases 11 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 11 stocks
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